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The $5 Million Man and the Real Value of Getting Financial Advice The $5 Million Man and the Real Value of Getting Financial Advice The $5 Million Man and the Real Value of Getting Financial Advice

by Hannah Warren

Last month, The Australian published its list of the top 100 Australian financial planners. The rankings were determined based on three key factors: the amount of client assets managed by the adviser, the fees and revenue generated by their…

Ask An Adviser - How Can I Financially Safeguard My Family's Future? Ask An Adviser - How Can I Financially Safeguard My Family's Future? Ask An Adviser - How Can I Financially Safeguard My Family's Future?

by Renee Hush

Renee Hush of Fiducian Financial Services in Narellan, NSW responds to Saskia on how to ensure financial security for the future.

Optimising Financial Advisory Services: Generalists vs. Specialists Optimising Financial Advisory Services: Generalists vs. Specialists Optimising Financial Advisory Services: Generalists vs. Specialists

by Adviser Ratings

Our recent survey reveals the diverging paths of generalist and specialist financial advisers, illustrating how their approaches impact funds under management, client types, and fee structures. As the industry evolves, understanding these…

Weekly Adviser Movements for Australia up to April 18, 2024 Weekly Adviser Movements for Australia up to April 18, 2024 Weekly Adviser Movements for Australia up to April 18, 2024

by Adviser Ratings

Watch this week's adviser movements video for all the latest industry insights.

The Technology Solutions Wooing Advisers The Technology Solutions Wooing Advisers The Technology Solutions Wooing Advisers

by Adviser Ratings

Advisers have clearly favoured certain incumbents and emerging market players, yet many practices have sidelined technology needs over the past year. As the new financial year approaches, this could shift. The key issue is whether the newer products…

Ask An Adviser - How Should I Invest A Death Cover Payout? Ask An Adviser - How Should I Invest A Death Cover Payout? Ask An Adviser - How Should I Invest A Death Cover Payout?

by Cathrine Greven

Cathrine Greven of Greven Financial Services in Kent Town, SA responds to Greg's question on how to best manage a large payout.

PFAN Expands Charity Partnerships for Wider Pro Bono Advice Access PFAN Expands Charity Partnerships for Wider Pro Bono Advice Access PFAN Expands Charity Partnerships for Wider Pro Bono Advice Access

by Adviser Ratings

The Pro Bono Financial Advice Network (PFAN), supported by Adviser Ratings, is expanding its reach through new partnerships with Pancare and MND Victoria, offering vital financial advice to Australians facing severe health conditions. Discover more…

The Rising Role of AI in Financial Advice The Rising Role of AI in Financial Advice The Rising Role of AI in Financial Advice

by Adviser Ratings

A decade into AI’s foray into financial services, we’ve surveyed advisers and consumers to gauge its impact on the industry. From cost savings to client management, the responses vary—but the trend is clear. AI is here to stay, but how are practices…

Weekly Adviser Movements for Australia up to April 25, 2024 Weekly Adviser Movements for Australia up to April 25, 2024 Weekly Adviser Movements for Australia up to April 25, 2024

by Adviser Ratings

Discover who’s new and what’s happening in the industry with this week’s adviser movements video, presented to you by Madison Scott.